For Insurance Agents & Agency Owners

Download The $3M/Month Ad Playbook

Seven operating decisions for a stronger insurance lead system. Learn what you can afford to pay, find the leaking stage, and choose the first change to make.

✓ A lead economics worksheet with a worked example
✓ A weekly review that connects ad spend to placed policies
✓ A 30-day action plan for agents and agency owners

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Cover of the revised $3M/Month Ad Playbook by Jeromy Kovatana

$38M+

Managed Ad SpendMeta + Google

3,700+

Clients Served

$50M+

Premium Placed

What's Inside

Seven Decisions for a Stronger Lead System

1. Run Acquisition Like a P&LWork backward from retained policy contribution to a lead cost ceiling.

2. Review Winners and Refresh for a ReasonDiagnose the signal before changing a winning campaign.

3. Buy Learning You Can UseGive each test a hypothesis, comparison, budget, and decision.

4. Different Products, Different MathSeparate segment economics before adding account complexity.

5. Give Buyers a Reason to RespondCompare creative on contact, placement, and acquisition economics.

6. Keep the Promise After the ClickMatch the ad, page, form, and first conversation truthfully.

7. Every Lead Needs an OwnerMake routing, response, and follow-up measurable.

Without a doubt BEST Facebook lead in industry! On average I get 4x my investment!

Adam R.

Agency Owner

I ordered 30 leads... I spoke to 14 people in 2 days and booked 11.

Louis L.

Insurance Agent

These guys are top notch. The team has been instrumental in helping me plan the $25K month I just had.

Gabriel H.

Agency Owner

Who's Behind It

Jeromy Kovatana

CTO of GOAT Leads. I previously founded LeadsBakery. My background includes audit and financial modeling at Ernst & Young and Grant Thornton, then a CFO role. I connect acquisition, routing, CRM workflows, and the financial models behind them.

This revised playbook includes dated Meta and Google spend receipts, practical worksheets, and applications for both individual agents and agency operators.

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